Anic Equity¶
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Total return since start: 0.551 %¶
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Equity now: -----------------------------> 47388.01 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45990.02 Kr¶
PnL: ---------------------------------------> -898.55 Kr¶
DD now: ---------------------------------> -2.554 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 11:08:33.554353'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | -0.380000 | 2761.500000 | 125.500000 | 4.760000 | 2636.000010 |
| HMS Networks | 2 | -1.110000 | 782.000000 | 109.000000 | 16.200000 | 673.000000 |
| SAAB B | 8 | 0.090000 | 3446.400000 | 69.400000 | 2.060000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.430000 | 3498.560000 | 44.560000 | 1.290000 | 3453.999992 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.560000 | 392.000000 | 37.000000 | 10.420000 | 355.000000 |
| Intrum | 4 | 2.060000 | 556.000000 | 29.000000 | 5.500000 | 527.000000 |
| Resurs Holding | 22 | 1.370000 | 601.920000 | 27.920000 | 4.860000 | 573.999998 |
| Corem Property Group B | 59 | 0.200000 | 600.030000 | 23.030000 | 3.990000 | 576.999999 |
| Boozt | 12 | 0.290000 | 1676.400000 | 22.400000 | 1.350000 | 1653.999996 |
| AcadeMedia | 12 | -0.330000 | 576.720000 | 19.720000 | 3.540000 | 557.000004 |
| Norva24 Group | 16 | 0.870000 | 558.720000 | 15.720000 | 2.900000 | 543.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| OEM International B | 7 | -0.510000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Swedbank A | 3 | 0.490000 | 578.700000 | 14.700000 | 2.610000 | 564.000000 |
| Securitas B | 6 | 1.290000 | 583.560000 | 13.560000 | 2.380000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.260000 | 249.840000 | 3.840000 | 1.560000 | 246.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Coor Service Management Hold. | 8 | -0.150000 | 534.800000 | 2.800000 | 0.530000 | 532.000000 |
| Handelsbanken A | 5 | 0.190000 | 541.000000 | -5.000000 | -0.920000 | 546.000000 |
| Midsona B | 63 | 0.780000 | 572.670000 | -10.330000 | -1.770000 | 582.999984 |
| International Petroleum Corp. | 5 | 3.710000 | 572.500000 | -22.070000 | -3.710000 | 594.565215 |
| Essity B | 2 | 0.070000 | 549.600000 | -24.400000 | -4.250000 | 574.000000 |
| CTEK | 13 | -4.210000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| Essity A | 4 | 0.550000 | 1104.000000 | -45.000000 | -3.920000 | 1149.000000 |
| Vivesto | 1368 | -1.230000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.160000 | 3654.000000 | -157.000000 | -4.120000 | 3810.999990 |
| Beijer Electronics Group | 26 | -2.040000 | 2745.600000 | -225.400000 | -7.590000 | 2971.000006 |
| OX2 | 18 | 0.250000 | 1422.000000 | -242.000000 | -14.540000 | 1663.999992 |
| Axfood | 13 | 0.450000 | 3484.000000 | -272.000000 | -7.240000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45990.020000 | -898.550000 | -2.55374% | 46888.564618 |
Updated:¶
'2023-01-27 11:08:47.256465'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
